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Re Canada tariffs – US official says Trump is set to keep tariff exemption for USMCA goods
Trump plans to sell weapons to several NATO allies, to be then passed on to Ukraine
Trump letter 35% tariff on Canada. Trump has hit Canada very nard with a 35% tariff rate.
Trump says will send tariff letters informing EU, Canada of the rates by Friday
The USD has jumped higher, EUR, AUD, NZD, GBP, JPY, CHF and CAD all sharply lower
The Canada dollar has fallen sharply with Trump’s 35% tariff rate on the country
New Zealand June manufacturing PMI 48.8 (up from prior 47.5)
European Commission preparing floating oil price cap on Russia, starting at $45
Trade ideas thread – Friday, 11 July, insightful charts, technical analysis, ideas
ICYMI – China set to ramp up and broaden its fiscal support in the second half of the year
ICYMI – Japan’s GPIF raised its holdings of US Treasuries to the highest level in a decade
Economic calendar in Asia, Friday, July 11, 2025 – a light one
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